AtlasMark Financial’s iShares MSCI China ETF MCHI Stock Holding History

AtlasMark Financial’s Portfolio MCHI Stock Details MCHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.02M	Sell	22,826 -416	-2%	-$19.5K	1.25%	20
2023 Q1	$1.16M	Buy	+23,242	New	+$1.18M	1.52%	17
2022 Q3	$999K	Sell	23,481 -117	-0.5%	-$5.78K	1.5%	18
2022 Q2	$1.32M	Hold	23,598	–	–	1.91%	16
2022 Q1	$1.25M	Hold	23,598	–	–	1.6%	17
2021 Q4	$1.48M	Hold	23,598	–	–	1.79%	16
2021 Q3	$1.59M	Sell	23,598 -112	-0.5%	-$8.06K	2.13%	14
2021 Q2	$1.95M	Buy	23,710 +40	+0.2%	+$3.26K	2.56%	11
2021 Q1	$1.93M	Buy	23,670 +905	+4%	+$79.4K	2.7%	11
2020 Q4	$1.84M	Buy	22,765 +77	+0.3%	+$6.1K	2.79%	8
2020 Q3	$1.68M	Buy	22,688 +4,278	+23%	+$313K	2.92%	8
2020 Q2	$1.2M	Buy	18,410 +181	+1%	+$11.1K	2.38%	9
2020 Q1	$1.04M	Buy	18,229 +5,835	+47%	+$361K	2.6%	11
2019 Q4	$794K	Sell	12,394 -48	-0.4%	-$2.87K	1.82%	17
2019 Q3	$698K	Buy	+12,442	New	+$716K	1.74%	17

Other funds holding MCHI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

AtlasMark Financial's MCHI Position: Q2 2023 in Review

AtlasMark Financial reduced its iShares MSCI China ETF (MCHI) stake by 1.8% in Q2 2023, selling an estimated $19.5K and leaving 22,826 shares worth $1.02M. The position accounts for 1.25% of the portfolio, ranked #20.

AtlasMark Financial first reported a position in MCHI in Q3 2019 and has held it in 15 quarters since. The position peaked at $1.95M in Q2 2021. 270 funds tracked by Wall St. Rank hold MCHI as of Q2 2023.

AtlasMark Financial held 22,826 shares of iShares MSCI China ETF worth $1.02M as of Q2 2023.
AtlasMark Financial sold 416 iShares MSCI China ETF shares in Q2 2023, an estimated $19.5K.
iShares MSCI China ETF made up 1.25% of AtlasMark Financial's portfolio in Q2 2023, its #20 holding.
AtlasMark Financial first reported a position in iShares MSCI China ETF in Q3 2019 and has held it in 15 quarters since.
AtlasMark Financial's iShares MSCI China ETF position peaked at $1.95M in Q2 2021.
270 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q2 2023.

Based on AtlasMark Financial's 13F filing for Q2 2023, filed 22 Apr 2026.